Seemingly small decisions that brokers make early in their careers often influence larger decisions they will need to make later. (Illustration: Faye Rogers)

Productive companies continually evaluate strategies, make necessary adjustments and plan for the future. Successful brokers do exactly the same, managing their careers just as they would their businesses.

“They say to begin with the end in mind,” says Suzy Johnson, president and senior employee benefit specialist with Employee Benefit Advisors of the Carolinas in Charlotte. “I have always envisioned achievements and worked toward them. I have a vision of being successful in my work while helping lots of people and, at the same time, creating financial security for myself and my family. That early vision and planning allows me to be open to a multitude of options regarding the transition of the business when I am ready.”

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